CFEI study plan
CFEI · Give each week a clear focus.
8 weeks · About 7 hours per week
Financial education instruction and program delivery
Map the domain 1 blueprint into a one-page outline of instruction and program-delivery subtopics
Define adult-learning principles and write a plain-language explanation of each from memory
Identify learner needs-assessment methods and list when each is appropriate
Your checkpoint
A one-page domain 1 concept map with every subtopic labeled and confidence-rated 1-5
Financial education instruction and program delivery
Draft a 45-minute lesson plan on a core personal-finance topic using a stated learning objective
Select instructional methods and materials that match the objective and learner audience
Write three measurable learning objectives using action verbs at different cognitive levels
Your checkpoint
A complete 45-minute lesson plan with objectives, methods, materials, and assessment
Financial education instruction and program delivery
Build a scoring rubric for a financial-education activity and justify each criterion
Design two formative assessment checks and one summative assessment for the lesson
Explain how to adapt delivery for low-literacy or low-numeracy learners
Your checkpoint
An assessment package: rubric plus three assessment items with answer rationales
Financial education instruction and program delivery
Outline a multi-session program including sequencing, pacing, and learner follow-up
Describe evaluation models for measuring program outcomes and behavior change
List common delivery barriers and a mitigation for each
Your checkpoint
A one-page program design brief covering sequence, evaluation, and barriers
Financial education standards and ethics
Summarize the core ethical duties of a financial educator in your own words
Distinguish conflicts of interest from bias and give an example of handling each
State the standards for accurate, unbiased, and non-misleading instruction
Your checkpoint
A two-column ethics reference sheet: principle on the left, applied example on the right
Financial education standards and ethics
Map professional standards and codes of conduct to specific educator behaviors
Describe confidentiality, consent, and data-handling obligations in program delivery
Identify when to refer a learner to a qualified professional and how to disclose limits of competence
Your checkpoint
A decision flowchart for an ethical dilemma with at least four branch points
Financial education instruction and program delivery & Financial education standards and ethics
Integrate ethics requirements into the week 2 lesson plan and revise it
Write five scenario-based questions that test both instruction and ethics
Self-score each question against accuracy and clarity and fix weak items
Your checkpoint
A revised lesson plan plus five original scenario questions with answer rationales
Financial education instruction and program delivery & Financial education standards and ethics
Complete a timed 60-question mixed practice set and log results by domain
Review every missed item and write a one-line correction rule for each
Re-rate the week 1 concept map and close remaining confidence gaps
Your checkpoint
A scored practice log with domain breakdown and a final one-page review sheet
Milestones
Week 2: Lesson plan reviewed against learning objectives; all three objectives are measurable
Week 4: Domain 1 self-quiz score of 75% or higher on instruction and delivery subtopics
Week 6: Ethics reference sheet and dilemma flowchart complete; can explain each principle without notes
Week 8: Mixed practice score of 80% or higher overall with no domain below 70%